Ebert Capital Management Inc. Buys New Shares in Eli Lilly and Company $LLY

Key Points

• Ebert Capital Management initiated a new position in Eli Lilly during the fourth quarter, buying 2,015 shares worth about $2.09 million. The stake represents roughly 2% of its portfolio and is its 12th-largest holding.
• Institutional interest in LLY remains strong, with several hedge funds increasing positions and 82.53% of the stock owned by institutions and hedge funds. That suggests continued professional investor confidence in the name.
• Eli Lilly recently beat earnings expectations with $8.55 EPS on $19.8 billion in revenue, and analysts remain broadly constructive with a consensus rating of Moderate Buy. The company also declared a quarterly dividend of $1.73 per share.

Ebert Capital Management Inc. bought a new stake in Eli Lilly and Company (NYSE:LLY - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,015 shares of the company's stock, valued at approximately $2,090,000. Eli Lilly and Company accounts for about 2.0% of Ebert Capital Management Inc.'s portfolio, making the stock its 12th largest position.

Several other hedge funds have also recently made changes to their positions in LLY. Exencial Wealth Advisors LLC boosted its holdings in Eli Lilly and Company by 189.6% in the third quarter. Exencial Wealth Advisors LLC now owns 17,408 shares of the company's stock valued at $13,283,000 after purchasing an additional 11,396 shares during the last quarter. Cidel Asset Management Inc. boosted its holdings in Eli Lilly and Company by 26.5% in the third quarter. Cidel Asset Management Inc. now owns 26,726 shares of the company's stock valued at $20,392,000 after purchasing an additional 5,591 shares during the last quarter. Spire Wealth Management boosted its holdings in Eli Lilly and Company by 2.2% in the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company's stock valued at $29,789,000 after purchasing an additional 592 shares during the last quarter. Coldstream Capital Management Inc. boosted its holdings in Eli Lilly and Company by 25.6% in the third quarter. Coldstream Capital Management Inc. now owns 42,418 shares of the company's stock valued at $32,365,000 after purchasing an additional 8,659 shares during the last quarter. Finally, Oak Family Advisors LLC purchased a new stake in shares of Eli Lilly and Company during the 3rd quarter worth about $1,979,000. 82.53% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

LLY has been the topic of several recent analyst reports. CICC Research increased their target price on shares of Eli Lilly and Company from $1,060.00 to $1,107.00 and gave the stock a "neutral" rating in a research note on Wednesday, February 11th. UBS Group reissued a "buy" rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. Leerink Partners lowered their target price on shares of Eli Lilly and Company from $1,296.00 to $1,058.00 and set an "outperform" rating on the stock in a research note on Monday, April 27th. Jefferies Financial Group set a $1,300.00 target price on shares of Eli Lilly and Company and gave the stock a "buy" rating in a research note on Friday, March 13th. Finally, Wall Street Zen raised shares of Eli Lilly and Company from a "buy" rating to a "strong-buy" rating in a research note on Saturday, May 2nd. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Eli Lilly and Company has an average rating of "Moderate Buy" and a consensus target price of $1,218.33.

Trending Headlines about Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Eli Lilly to $900 from $880, signaling continued confidence in the company’s long-term value despite the target still sitting below the recent share price. MarketScreener
• Positive Sentiment: Multiple reports highlighted strong demand for Lilly’s GLP-1 medicines, including Mounjaro, with first-quarter sales described as a major driver of revenue growth and a key reason investors remain optimistic about future earnings. Motley Fool
• Positive Sentiment: Reuters reported that early weight-loss pill data is boosting Lilly and Novo Nordisk by raising hopes the market could expand beyond injections to millions more patients, which could support a larger long-term revenue opportunity. Reuters
• Positive Sentiment: Lilly announced an additional $4.5 billion investment in Indiana manufacturing sites, reinforcing confidence in its ability to meet future demand for weight-loss and other therapies while expanding U.S. production capacity. Benzinga
• Neutral Sentiment: Several commentary pieces continued to frame Lilly as a high-quality growth stock, but these were largely reiterations of the bullish long-term thesis rather than fresh catalysts. Zacks
• Neutral Sentiment: Articles about shareholder support for the board and broader analyst upgrades suggest stable governance and sentiment, but they do not appear to be major standalone trading catalysts. TipRanks
• Negative Sentiment: One article noted that Eli Lilly’s valuation remains rich and that some investors see more upside in competitors, which can limit enthusiasm even when fundamentals are strong. Motley Fool

Eli Lilly and Company Trading Down 0.0%

LLY stock opened at $948.01 on Monday. The firm has a market cap of $892.78 billion, a P/E ratio of 33.68, a PEG ratio of 1.03 and a beta of 0.48. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95. The company's 50-day simple moving average is $943.90 and its 200-day simple moving average is $990.90. The company has a quick ratio of 1.10, a current ratio of 1.50 and a debt-to-equity ratio of 1.26.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, beating analysts' consensus estimates of $6.97 by $1.58. The firm had revenue of $19.80 billion for the quarter, compared to analyst estimates of $17.82 billion. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. Eli Lilly and Company's quarterly revenue was up 55.5% compared to the same quarter last year. During the same period last year, the company posted $3.34 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, equities analysts forecast that Eli Lilly and Company will post 35.8 EPS for the current fiscal year.

Eli Lilly and Company Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 15th will be paid a $1.73 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $6.92 dividend on an annualized basis and a yield of 0.7%. Eli Lilly and Company's dividend payout ratio (DPR) is currently 24.58%.

Eli Lilly and Company Profile

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

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